NowCerts Momentum – Release Notes
♦ Insureds List – On-Page Edit.
♦ Prospects List – New Batch Action – Move to Sub-Agency.
♦ Policies Details Page – Invoices / Receipts Tab.
♦ Recent Production List – Added new search filters – Carrier & MGA.
♦ Cancelled Policies – Added new column option (not configured by default) – Cancellation Premium.
♦ Custom Fields (Simple) – Ability to add initial values in the info center if no records exist.
♦ Custom X-Dates – Ability to add initial values in the info center if no records exist.
♦ Automate 365 Integration – Ability to Sync Vehicles & Drivers from AU365 to NC.
♦ Custom Fields (Simple) – Moved vertically between Contacts and Policies on the details pages.